Archives for December 2016

Monthly Archives December 2016

2017 is upon us, and it’s a good time to commit to achieving some milestones in terms of your own firm’s practice management. Because we’ve worked with financial advisors and entrepreneurs for over 30 years, we’ve seen what can truly move the needle and make a positive impact for you.* Here are four ideas for your consideration: Delegate more. If you are a solo practitioner who “never has enough time” to take any weekends or evenings off, do any big-picture analysis for your business, or prospect for clients who might be a better fit, consider hiring the right administrative staffRead More

For the last decade, Shurwest employees have been donating to a local organization called Homeward Bound each December. Homeward Bound was started in 1990 as a 501(c)(3) nonprofit with the mission of creating “pathways out of poverty for homeless families ready to make a change.” Homeward Bound provides temporary housing, case management and support services to men, women and children in Phoenix. In 2016, they served 263 children and 147 adults—80% of whom earned a steady income and 69% who graduated to permanent housing. You can read more about the organization here: https://homewardboundaz.org/ This December, Homeward Bound organized a “Santa’sRead More

Shurwest is making it easier than ever for you to pursue your Series 65 license. We’ve teamed up with Kaplan Financial Education to offer our financial advisor partners a 10% discount on Series 65 training. Kaplan helps financial advisors pass exams with study choices to satisfy almost any learning style. The discount applies whether you choose the classroom setting, online courses or self-study option. Here are some interesting Series 65 facts: The Series 65 license allows you to become an investment adviser representative (IAR) or independent adviser (IA) for a registered investment advisory firm (RIA)—either your own firm or someoneRead More